Invoices & Billing
Billing a Location Automatically: Per Visit or Monthly
Set a location to invoice itself when a job completes or on a billing day.
Contracts are billed from the location, not by hand. Each location has its own billing settings on the Financials tab.
Open the location
Go to Locations, open the location and switch to the Financials tab. Under Billing Settings click Edit.
Choose how it is invoiced
Pick one of three modes.
| Field | Required | Description |
|---|---|---|
| By hand only | Optional | No automatic invoices for this location. |
| Per visit, when a job completes | Optional | One invoice each time a schedule at this location reaches Completed, for the amount per visit. |
| Monthly, on a billing day | Optional | One invoice per month for the monthly amount, issued on the billing day (1 to 28) for the period that starts then. |
Amounts and terms
Enter the Amount per visit or the Monthly amount (the contract value on file is suggested), the Billing day, optionally the First invoice on month, and Due in (days) or the company default.
Auto-send
Tick E-mail each invoice to the client when it is issued if the client should receive it without you opening it. Click Save billing.
What happens next
Per-visit invoices are created the moment the job is completed. Monthly invoices are created by the hourly billing run on the billing day. Each one notifies admins and managers, carries its origin (Job on a date, or Contract period), and is copied to Stripe and QuickBooks when those are set up.